Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $11.7M assets / 45 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KINSEY INTERESTS, INC. EMPLOYEE RETIREMENT PLAN | Traditional DB | $4.8M | 12 | 2025 |
| #002 | KINSEY INTERESTS, INC. 401(K) PLAN AND TRUST | 401(k) | $4.0M | 15 | 2025 |
| #003 | KINSEY INTERESTS, INC. CASH BALANCE PLAN | Cash balance | $2.9M | 18 | 2025 |